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Glassman Wealth Services’s Applied Digital APLD Stock Holding History

Glassman Wealth Services’s Portfolio APLD Stock Details APLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-62
Closed -$418 – 307
2023
Q4 		$418 Hold
62
– – ﹤0.01% 1756
2023
Q3 		$387 Hold
62
– – ﹤0.01% 1788
2023
Q2 		$580 Buy
+62
New +$370 ﹤0.01% 1604

Other funds holding APLD

HRCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
NC
Nokomis Capital Dallas, Texas $349M AUM 75.66% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
2C
272 Capital Dallas, Texas $40M AUM 150.07% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Glassman Wealth Services's APLD Position: Q1 2024 in Review

Glassman Wealth Services sold out of Applied Digital (APLD) in Q1 2024, closing a stake of 62 shares — an estimated $418 sold.

Glassman Wealth Services first reported a position in APLD in Q2 2023 and held it in 3 quarters. The position peaked at $580 in Q2 2023. 116 funds tracked by Wall St. Rank hold APLD as of Q1 2024.

  • Glassman Wealth Services reported no remaining Applied Digital position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 62 Applied Digital shares in Q1 2024, an estimated $418.
  • Glassman Wealth Services first reported a position in Applied Digital in Q2 2023 and held it in 3 quarters.
  • Glassman Wealth Services's Applied Digital position peaked at $580 in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Applied Digital as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.